One Day In July provides personalized investment management and fiduciary financial advice for individuals, families, and institutions in Bennington and throughout Southern Vermont.
Whether you are looking to learn more about investing for retirement, investing an inheritance, the process of withdrawing your funds during retirement, or general wealth management, we encourage you to set up a free consultation with a One Day In July financial advisor.
Our goal is to feel like a local financial advisor no matter where you are. We have several offices in Vermont, and advisors are able to travel to meet you if you would like an in-person meeting. We believe a strong advisor-client relationship can help minimize behavioral error and reduce the stress that can frequently accompany investing and planning for the future.
Schedule a free consultation today by calling (802) 503-8280, emailing welcome@onedayinjuly.com, or by filling out the form below.
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